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RMCA vs CMF

Rockefeller California Municipal Bond ETF vs iShares California Muni Bond ETF

RMCA

Rockefeller California Municipal Bond ETF

Rockefeller Global Investment Management

Annual cost

0.55%

Fund size

$16M

CMF

iShares California Muni Bond ETF

iShares

Annual cost

0.08%

Fund size

$4.3B

Key differences

  • CMF costs 0.47% less per year.
  • CMF is significantly larger than RMCA — larger funds tend to be more liquid and less likely to close.
  • RMCA follows a active selection strategy; CMF uses index tracking.
  • CMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMCACMF
Annual cost (TER)0.55%0.08%
Fund size (AUM)$16M$4.3B
Since20242007
Dividend yield4.43%2.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.0%+5.8%
CAGR 3YN/A+2.8%
CAGR 5YN/A+0.5%
Sharpe 3YN/A-0.17
Volatility 1Y3.82%2.81%
Max drawdown-5.95%-14.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RMCA and CMF